CUSTOM-BUILT

The right tools. The right solution. Every time.

Our core function is to make sure you understand how your investments work for you, securing your financial independence and long-term success. This is done by reviewing your assets and liabilities as well as your income and expenditure and following the six step processes as noted in our section called ‘What to Expect’.

Sometimes you need a quick fix to a problem such as university fees in the not too distant future or a car for your child when they turn 18. Whatever it is you will need help planning that successfully.

As well as recommending various top fund managers such as Prudential, Allan Gray and Coronation, we have our sister company Montrose Asset Management that specialises in multi manager solutions with two risk profiled funds as well as a high equity fund that focuses more on offshore opportunities.

We are able to offer our clients superior interest rates using our banking services provided by Investec. Contact your consultant for current rates and offers.

While you may think normal Financial Planning will cover this, planning your estate for when you are no longer around is a specialized area, which we can assist you with that, includes our Will Drafting service. Call today to make sure your Last Testament will do what it is you want it to.

It is no longer as beneficial as it once was but many families still like to plan their assets and long-term strategy using Trusts. We can assist you with this as we work with the top trust services companies in South Africa on a regular basis.

Many companies offer this service but we at TFA ensure your staff are kept up to date personally with our site visits every six months, something we believe is unique to our company. In the space of just an hour we ensure that your staff are brought up to date with market conditions, fund returns as well as our view on the future outlook for various asset classes. It is an opportunity to update your staff on current and changing legislation so they are well informed on all levels and better equipped for the day they actually retire.

For High Performing Investments

You need a high performing team

Mr Stephen Burrow

Stephen’s experience in the financial services industry spans over twenty five years from the time he left BP Oil to join Sanlam in 1991. From working with one of South Africa’s largest insurance groups he moved to the independent broker arena where he met Dr Lear at Ginsburg Malan & Carsons (GMC). They both left GMC to start their own group of related business including The Financial Alliance.

Dr Liz Lear

After a decade of working in academia at UCT, Dr Lear moved into corporate finance at Absa Bank. Whilst there she improved upon her MBA by acquiring a Doctorate in Financial Modelling from Unisa’s School Of Business Leadership. Following that she moved into asset management with First National Trust in 1993. Thereafter she followed a career in financial services working for one of South Africa’s largest actuarial and consulting firms before co-founding a group of related companies including The Financial Alliance with Stephen Burrow.

Mr Ngoni Gwatidzo

He started his career at Old Mutual in 1980 as an Investment Manager. In 1992 he joined Fedsure Asset Managers and subsequently worked at WIPAM (the Women’s Investment Portfolio Asset Managers) then NBC Holdings as Director of the Investments Division where he was responsible for the provision of investment advice to institutional client portfolios worth R20 billion until 2003. Thereafter he completed a two year stint as Portfolio Manager for retail clients with Analytics Multi Manager. He has been a director of The Financial Alliance since its inception in 1999.

Ngoni holds a BSc (Economics) degree and an MBA as well as being a Certified Financial Planner (CFP) and is also the Chief Investment Officer (CIO) at Montrose Asset Management.

Mr Edward Siweya

Mr Edward Siweya is a multi-talented individual holding a BCom, majoring in economics and investments, as well as his CFP (Certified Financial Planner) qualification.

As well as seeing his own clients, Edward is tasked with supporting Ngoni in analysing the 3 Montrose funds and the underlying group of funds from where they source the investment building blocks.

This process is a daily one of crunching hundreds of numbers, measuring returns against risk levels, comparing returns to indices and evaluating currency fluctuations, sector risk as well as international investment sentiment. No easy task but ensures Edward is always kept up to date with current market trends and issues.